For many years in this business, we have done a great deal of work in making sure our investments have strong fundamentals. What this means is that before we choose an investment, we take time to investigate the company’s balance sheets, financial statements, business practices, and leadership strategies. Additionally, we review a company’s actions around...Read More
There are two things in life that I strongly urge all clients not to go cheap on: 1) Health insurance; and 2) Auto safety. For the second item, particularly for those of you in retirement, that means looking at new cars rather than used cars. Since the total cost of buying a new car can...Read More
As we have been warning for the past several months, the market volatility has picked up, and we do not see it decreasing any time soon. For over a year, we have been methodically reducing the risk levels in your portfolio to prepare for the oncoming storm. We are not panicking over market moves. We...Read More
What distinguishes 1 North Wealth Services from other financial advisors? Watch and learn in this episode of Investment Insights with Margo Cook.Read More
Women and men have different needs and behaviors when it comes to their financial planning. Watch and learn on this episode of Investment Insights.Read More
1 North Wealth Services announced today that Margo Cook, an Investment Advisor, Financial Planner, CAP, CFRE, in the firm’s wealth management office in Annapolis, MD, has been awarded the Certified Financial Planner (CFP®) certification.Read More